Siemens

Financial Client Services - Specialist & Support

Siemens

Cary, NC, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Welcome to Siemens, a global technology company that is committed to shaping the future with innovative solutions. We are currently seeking a Financial Client Services Specialist & Support to join our team and contribute to our mission of driving financial success for our clients. As a specialist and support professional, you will play a crucial role in providing top-notch customer service and financial expertise to our valued clients. We are looking for a highly motivated and skilled individual who is passionate about finance and thrives in a fast-paced, dynamic environment. If you are looking for a challenging and rewarding career in the financial services industry, we invite you to apply for this exciting opportunity.

  1. Provide exceptional customer service to all clients, ensuring their needs are met and expectations are exceeded.
  2. Utilize financial expertise to assist clients in achieving their financial goals and driving success.
  3. Serve as a key point of contact for clients, building and maintaining strong relationships.
  4. Act as a subject matter expert on all aspects of financial services and products offered by Siemens.
  5. Communicate effectively with clients to understand their financial needs and provide tailored solutions.
  6. Collaborate with team members to ensure a seamless and efficient client experience.
  7. Identify and address any issues or concerns raised by clients, escalating as necessary.
  8. Stay informed on industry trends and developments, continuously expanding knowledge and skills.
  9. Maintain accurate and organized client records and documentation.
  10. Contribute to the development and improvement of financial processes and procedures.
  11. Adhere to all company policies and regulations, maintaining a high level of integrity and professionalism.
  12. Participate in training and development opportunities to enhance skills and knowledge.
  13. Proactively identify and pursue opportunities for business growth and client retention.
  14. Adhere to all security and confidentiality protocols to protect sensitive client information.
  15. Embody the company's mission and values, representing Siemens in a positive and professional manner.
Where is this job?
This job is located at Cary, NC, USA
Job Qualifications
  • Excellent Communication And Customer Service Skills

  • Bachelor's Degree In Finance, Accounting, Or A Related Field

  • Minimum Of 2-3 Years Of Experience In Financial Client Services Or Support Role

  • Strong Understanding Of Financial Products And Services, Including Banking, Investments, And Insurance

  • Proficiency In Financial Software And Tools, Such As Sap, Salesforce, Or Quickbooks

Required Skills
  • Financial Analysis

  • Accounting

  • Data Entry

  • Communication

  • Time Management

  • Microsoft Excel

  • Attention to detail

  • Organizational Skills

  • customer service

  • Teamwork

  • Problem-Solving

  • Client management

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Financial Client Services - Specialist & Support in Cary, NC, USA is between $45,000 to $60,000 per year. However, this can vary depending on the specific company, experience, and education of the individual. Some factors that can affect the salary range include job duties, industry, and location. Additionally, benefits and bonuses may also play a role in the overall compensation package.

Additional Information
Siemens is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 12th, 2024
Apply BeforeJuly 20th, 2025
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About Siemens

Siemens Corporation is a U.S. subsidiary of Siemens AG, a global powerhouse focusing on the areas of power generation and distribution, intelligent infrastructure for buildings and distributed energy systems, and automation and digitalization in the process and manufacturing industries. For more than 160 years, the company has innovated and invented technologies to support American industry spanning manufacturing, energy, healthcare and infrastructure.

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